Marcum Wealth, LLC
Marcum Wealth, LLC (CRD# 134628) is a financial advisory firm headquartered in Cleveland, OH. They manage $2,576,383,375 in 6,904 accounts and serve the financial needs of clients across 34 states (or territories).
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Total Assets Under Management2,576MILLION
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Total Number of Accounts6,904ACCOUNTS
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Average Account Value$373,173
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KS, KY, LA, MA, MD, MI, MO, MT, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA
Gregory Lopez (CRD# 4922318) is an Investment Advisor Representative working at Marcum Wealth, LLC in Cleveland, OH and has over 18 years of experience in the finance industry.
Michael McKeown (CRD# 4807983) is an Investment Advisor Representative working at Marcum Wealth, LLC in Cleveland, OH and has over 18 years of experience in the finance industry.
Kenneth Mears (CRD# 1184209) is an Investment Advisor Representative working at Marcum Wealth, LLC in Cleveland, OH and has over 34 years of experience in the finance industry.
Charles Moore (CRD# 4399837) is an Investment Advisor Representative working at Marcum Wealth, LLC in Fairlawn, OH and has over 22 years of experience in the finance industry.
Kaitlin Nicholis (CRD# 6563867) is an Investment Advisor Representative working at Marcum Wealth, LLC in Cleveland, OH and has over 5 years of experience in the finance industry.
Lori Porcelli-Plescia (CRD# 5409054) is an Investment Advisor Representative working at Marcum Wealth, LLC in Chesterfield, MO and has over 16 years of experience in the finance industry.
Matthew Reghetti (CRD# 5802305) is an Investment Advisor Representative working at Marcum Wealth, LLC in Akron, OH and has over 10 years of experience in the finance industry.
Perry Reghetti (CRD# 3198735) is an Investment Advisor Representative working at Marcum Wealth, LLC in Akron, OH and has over 24 years of experience in the finance industry.
David Rome (CRD# 6495129) is an Investment Advisor Representative working at Marcum Wealth, LLC in Cleveland, OH and has over 8 years of experience in the finance industry.
Patricia Small (CRD# 5872094) is an Investment Advisor Representative working at Marcum Wealth, LLC in Hartford, CT and has over 13 years of experience in the finance industry.